EIN 27-5098203

The Community Foundation for Ocala Marion County

IRS 501(c) type
501(c)(3)
Num. employees
11
City
State
Year formed
2011
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Community Foundation for Ocala Marion County empowers philanthropy, connects donors with nonprofits, and enhances community quality of life through strategic partnerships and grant services.
Total revenues
$3,778,214
2023
Total expenses
$2,307,464
2023
Total assets
$6,894,883
2023
Num. employees
11
2023

Program areas at The Community Foundation for Ocala Marion County

Fund managementa Community Foundation is a tax exempt, nonprofit, publicly supported organization that empowers donors to strengthen their Community, one passion at a time. The common mission of every Community Foundation is to enhance The quality of life in The local area. Through fund management, The Foundation helps to achieve this. Whether it is The creation of a fund for The individual looking for a tax deduction or The nonprofit agency that is building permanent endowment funds or even providing scholarships for students, The Foundation supports a variety of local nonprofits through grants and special projects. Since The Foundation's inception in 2011, nonprofits have received grants totaling $7.4 million. At The end of 2023, The Foundation was managing 40 agency funds, 15 endowment funds, 37 donor advised funds, 7 corporate advised funds, 3 scholarship funds, 1 annuity fund and 7 pass through funds, resulting in 52% increase of funds under management from The prior year.
Estate planning councilthe estate planning council provides a source of educational information, a forum for networking among disciplinarians who practice facets of estate planning, and promotes interdisciplinary communication and cooperation. The goal of our professional members is to improve our knowledge to render The best professional service to The public. Membership is open to those individuals in professions that deal with estate planning and its related issues.
Nonprofit resource centerestablished in april of 2019, The nonprofit resource center opened as a collaboration among The Foundation, Marion County government, The city of Ocala, adventhealth Ocala and The Marion County hospital district to help grow and sustain our nonprofit Community. The resource center provides a variety of assistance options to help our nonprofits build capacity and become sustainable which includes; board development, communications, pr and marketing counseling, video training sponsored by cox communications, finance and accounting counseling, grant services, professional development courses in partnership with rollins college crummer graduate school of business, mini training seminars and strategic and sustainability planning. All resources follow The Foundation's roadmap to success which is a compilation of standards designed to ensure each nonprofit operates like The business it is. Some of The key areas in The roadmap are; effective governance, human resources, financial management, and more.
Nonprofit business councilthe nonprofit business council (npbc) was formed 11 years ago as a part of The chamber of commerce. In 2016, under previous leadership, The Community Foundation began overseeing The council's operations, and it has continued to significantly expand since that time. The npbc promotes The economic impact of nonprofits, strengthens their capacity in areas of leadership fundraising, board development, staff development and compliance, and provides for much-needed collaboration and philanthropic education. Currently The council membership is made up of over 170 nonprofits governed by a steering committee of nonprofit leaders representing several different nonprofit sectors. The npbc has their own programming run by The Community Foundation which includes: guide to charitable giving, monthly professional development meetings, and youth philanthropy in action (ypia).

Grants made by The Community Foundation for Ocala Marion County

GranteeGrant descriptionAmount
Sozo KidsIn Accordance With Arpa Funding$150,000
Empowered of Central FloridaIn Accordance With Arpa Funding$133,000
Wings of Faith FellowshipIn Accordance With Arpa Funding$130,000
...and 34 more grants made totalling $1,247,931

Who funds The Community Foundation for Ocala Marion County

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Munroe Regional Health SystemScholarships$36,909
Angelica Muns Charitable TrustGeneral Operating$33,956
Circle Square Foundation / Kenneth D Colen TteeCharitable Contribution$25,500
...and 7 more grants received

Personnel at The Community Foundation for Ocala Marion County

NameTitleCompensation
Lauren DeiorioPresident and Executive Director$99,750
Lisa PattersonDirector of Finance
Cheri VillaDirector of Grant Administration
Ashley Wheeler-GerdsDirector of Strategic Engagement
Eric HoughtalingGrants Manager
...and 6 more key personnel

Financials for The Community Foundation for Ocala Marion County

RevenuesFYE 12/2023
Total grants, contributions, etc.$3,522,045
Program services$156,739
Investment income and dividends$66,720
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$52,967
Net income from fundraising events$-20,257
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$3,778,214

Form 990s for The Community Foundation for Ocala Marion County

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-10990View PDF
2022-122023-11-07990View PDF
2021-122022-11-11990View PDF
2020-122021-11-15990View PDF
2019-122021-03-02990View PDF
...and 8 more Form 990s

Organizations like The Community Foundation for Ocala Marion County

OrganizationLocationRevenue
Jackson Community Foundation / Monica Moser PresidentJackson, MI$5,471,863
Four County Community FoundationRomeo, MI$1,780,802
Dearborn Community Foundation (DCF)Lawrenceburg, IN$3,099,914
Akron Community FoundationAkron, OH$11,908,040
Chautauqua Region Community FoundationJamestown, NY$12,003,854
Fremont Area Community FoundationFremont, MI$14,536,377
Porter County Community FoundationValparaiso, IN$7,050,984
Southeast Missouri Hospital FoundationCape Girardeau, MO$1,464,151
Community Foundation of Fayette County PaUniontown, PA$2,927,558
Rice County Community FoundationLyons, KS$1,407,692
Data update history
November 8, 2024
Updated personnel
Identified 7 new personnel
October 31, 2024
Used new vendors
Identified 1 new vendor, including
October 23, 2024
Received grants
Identified 3 new grant, including a grant for $33,956 from Angelica Muns Charitable Trust
October 1, 2024
Updated personnel
Identified 4 new personnel
August 10, 2024
Received grants
Identified 1 new grant, including a grant for $3,000 from Browder Family Foundation
Nonprofit Types
Grantmaking organizationsCommunity foundationsCharities
Issues
Community improvement
Characteristics
Operates donor advised fundsProvides grantsFundraising eventsState / local levelReceives government fundingEndowed supportProvides scholarshipsGala fundraisersTax deductible donationsAccepts online donations
General information
Address
324 Se 24th St
Ocala, FL 34471
Metro area
Ocala, FL
County
Marion County, FL
Website URL
ocalafoundation.org/ 
Phone
(352) 622-5020
IRS details
EIN
27-5098203
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2011
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T31: Community Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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